Adjustments let you add a positive or negative amount to a pay request outside the billed line items, with a reason that appears on the pay request and its exported PDF.
You add and edit adjustments in the pay request builder, so start by creating or opening a draft pay request. See Creating a Pay Request.
How to add an adjustment
In the pay request builder, add an adjustment.
Enter the Amount. Use a positive number to add to the pay request or a negative number to subtract.
Enter an Adjustment Reason.
Set Apply Retainage? if the adjustment should be subject to retainage. This is off by default, so retainage is not applied to an adjustment unless you turn it on.
Apply the adjustment.
The adjustment updates the Amount and Net Pay of the pay request, and the reason shows on the pay request and any exported PDF. Only adjustments with Apply Retainage? turned on add to the retainage held.
How to edit or remove an adjustment
You can change an adjustment while the pay request is a Draft. If it is further along, move it back to Draft first using the workflow controls on the review screen.
Applied adjustments appear at the bottom of the pay request builder.
Click the edit (pencil) icon to change the amount or reason.
Click the remove (X) icon to delete the adjustment.
Troubleshooting
I cannot edit an adjustment. Adjustments can only be changed while the pay request is a Draft. Use the workflow controls to move the pay request back to Draft, then edit the adjustment.
My adjustment did not change the retainage. Retainage only applies to an adjustment when Apply Retainage? is turned on for that adjustment.
Some projects also use fixed adjustment types for material cost changes. See Bituminous Index Adjustments.